Sundaram Growth Fund

Sundaram Growth Fund is managed by J. Venkatesan. The fund has not done an impressive show. If you have invested in this fund exit now to enter one of the top performing funds.

Where does Sundaram Growth Fund invest your money?

Sundaram Growth Fundis a large cap fund which means most of your money will be invested in stocks of large companies. And just to give kicker returns the fund has some exposure in mid cap companies as well. Large cap companies tend to be stable compared to mid cap and small cap companies. Sundaram Growth Fund has 23.73% exposure to mid size companies, 2% exposure to small size companies and 74.3% to stocks of large companies.

Suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Not suitable for?
  • Creating wealth
  • Lifestyle needs
  • Short term needs
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has Sundaram Growth Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in April 1997 the value of your investments would be around Rs 9.18 lakhs. If you had invested Rs 1 lakh five years back it would have become Rs 1.3 lakhs. The performance has been not better than or similar to other diversified mutual funds. The fund has been giving at around 0.71% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in Sundaram Growth through SIP for the past 5 years today you would have just around Rs 7.19 lakhs.

What charges apply?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Sundaram Growth Fund is 2.80%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

When to exit?

Withdraw when your goals are closer to achievement. Do not remove the money during when the markets go up or down. Do not panic. Stick to your goals.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. Sundaram Growth Fund does not qualify for sec 80C ELSS benefits.

Better Alternatives for core portfolio

Fintotal Product Analysis is the ideal place to seek unbaised and neutral view on all financial products.

Do not get fooled by agents and distributors, just check here before you make any purchases.


Explore more in a easy manner.


Table of Contents

Table of Contents